WESTERN HVAC PERFORMANCE ALLIANCE INC (EIN 824843186) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

RON JARNAGIN

Phone

4154821079

Tax Period

2019-01-01 to 2019-12-31

WESTERN HVAC PERFORMANCE ALLIANCE INC, founded in 2018, is a micro nonprofit that reported $82K in total revenue in fiscal year 2019. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $297K exceeded revenue, resulting in a 264% operating deficit.

Mission

TO PROVIDE, CONDUCT AND PROMOTE RESEARCH AND EDUCATION FOCUSED ON ENERGY EFFICIENCY, ENVIRONMENTAL QUALITY, AND SUSTAINABILTY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $6,600

Program Service Revenue $0

Investment Income $0

Other Revenue $75,050

TOTAL REVENUE $81,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $263,044

Fundraising Expenses $0

Program Expenses $297,338

Other Expenses $34,294

TOTAL EXPENSES $297,338

Year-over-Year Comparison

	2019	2018	Change
Revenue	$81,650	$514,425	-0.8%
Expenses	$297,338	$297,160	+0.0%
Net Income	$-215,688	$217,265	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON JARNAGIN	CHAIR	10.00	Officer Director	$0	$0	$0
DON LANGSTON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
LORRAINE WHITE	SECRETARY	5.00	Officer Director	$0	$0	$0
JOE SCHMUTZLER	TREASURER	10.00	Officer Director	$0	$0	$0
MAIRE CARPIZO	DIRECTOR	0.50	Director	$0	$0	$0
JUSTIN HAGLER	DIRECTOR	0.50	Director	$0	$0	$0
ALEX AYERS	DIRECTOR	0.50	Director	$0	$0	$0
BOB WISEMAN	DIRECTOR	0.50	Director	$0	$0	$0
DAVID DIAS	DIRECTOR	0.50	Director	$0	$0	$0
DOMINICK GUARINO	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTIAN WEBER	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT HIGA	DIRECTOR	0.50	Director	$0	$0	$0
PAUL THOMAS	DIRECTOR	0.50	Director	$0	$0	$0
JERRY TREVINO	DIRECTOR	0.50	Director	$0	$0	$0
TIM MANN	DIRECTOR	0.50	Director	$0	$0	$0
PEPPER HUNZIKER	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$81,650	$297,338	No data	$-215,688
2018	$514,425	$297,160	$217,715	$217,265

WESTERN HVAC PERFORMANCE ALLIANCE INC